农产品日报：关注新季果质量，红枣阶段性补货增多-20250725

1. Report Industry Investment Rating - The investment rating for both the apple and红枣 industries is neutral [3][7] 2. Core Views - For the apple industry, the current inventory is low, and the expected new - season production is similar to last year. There are no prominent fundamental contradictions, and short - term prices are expected to remain stable. Attention should be paid to the listing and trading of new - season early - maturing apples [2][3] - For the红枣 industry, it is currently in the low - consumption period with high inventory. The Xinjiang main - producing area is in the critical fruit - setting period. The market is sensitive to new - season growth information, and weather changes will determine the final yield and quality of jujubes [6][7] 3. Summaries by Related Catalogs Apple Market News and Important Data - Futures: The closing price of the apple 2510 contract yesterday was 7,969 yuan/ton, up 13 yuan/ton or 0.16% from the previous day [1] - Spot: The price of Shandong Qixia 80 first - and second - grade late Fuji was 3.95 yuan/jin, unchanged from the previous day; the price of Shaanxi Luochuan 70 and above semi - commercial late Fuji was 4.80 yuan/jin, unchanged from the previous day [1] Market Analysis - Futures prices rose yesterday. The remaining inventory in the warehouse is low, and storage merchants are eager to sell. The number of new - season fruit bags is slightly lower than the same period. The main - producing area's shipment speed is slow, and the inventory is at a five - year low. The enthusiasm of merchants to pick up goods has slightly improved, but the actual trading volume is limited. The sales in the distribution area are affected by summer fruits [2] Strategy - Maintain a neutral view. Due to the low inventory in the producing area and the expected new - season production being similar to last year, the short - term price is expected to remain stable. Pay attention to the listing of new - season early - maturing apples [3] Red Dates Market News and Important Data - Futures: The closing price of the red dates 2601 contract yesterday was 10,515 yuan/ton, down 80 yuan/ton or 0.76% from the previous day [4] - Spot: The price of first - grade grey jujubes in Hebei was 8.70 yuan/kg, unchanged from the previous day [5] Market Analysis - Futures prices fell yesterday. The inventory is slowly decreasing, and the arrival of goods in the Hebei distribution area has increased. The new - season jujube trees in Xinjiang are in the fruit - setting period. The market has been concerned about the growth of new - season jujubes. The price has been fluctuating recently, and weather changes will determine the final yield and quality [5][6] Strategy - Maintain a neutral view. Currently in the low - consumption period with high inventory, but the Xinjiang main - producing area is in the critical fruit - setting period. The market is sensitive to new - season growth information. Pay attention to physiological fruit drop and high - temperature weather changes [7]